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Job Description
What You’ll Be Doing
As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service remote advisory offer, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals. You’ll build and grow your client portfolio through dedicated relationship management, financial planning support, and exceptional client service. You’ll make lasting connections and provide tailored financial advice, enabling clients to secure their futures, own their homes, and build their businesses.
You will engage with clients primarily over the phone, video conferencing, all with the support of powerful digital tools. To excel in this tightly regulated role you should already have the appropriate licenses and knowledge of all the latest financial products on the market.
You’ll be required to work typical office hours Monday to Friday, 9:00 AM to 5:00 PM, and two 1:00 PM to 9:00 PM shifts per week, and one Saturday shift per month.
We are looking for results orientated, motivated, energetic individuals who believe they can thrive in an environment like this.
How You’ll Succeed
Building Deep Relationships with clients
Subject Matter Expert
Business Development –
Who You Are
What you need to know
Job Location Toronto-55 Yonge Street, 7th
Employment Type Regular
Weekly Hours 37.5
Skills
Expected salary:
Location: Toronto, ON
Job date: Fri, 24 Sep 2021 22:42:51 GMT
Apply for the job now!
Are you looking to join a dynamic pension plan that embodies the strong values of its 500,000 members and is an industry leading global investor? If so, we would love to tell you our story.
At OMERS we put our people first and are proud to embrace the diversity of thought and leadership that comes from having locations in Toronto, London, New York, Singapore, Sydney and other major cities across North America and Europe. Our culture is truly one of a kind. We get stuff done, and have fun doing it! We take great pride in contributing to the communities where we live with an ever-constant eye to the global investment markets.
We are looking for a highly motivated Strategy and Planning Lead to join our Data & Technology team in Toronto. Reporting to the Senior Manager, Strategy & Planning you will collaborate on the design and lead the execution of Data & Technology’s strategic planning. You will also act as a change agent and business agility champion, establishing effective relationships and working collaboratively across Data & Technology teams, business teams and external partners. You will educate employees at all levels on strategy and planning best practices, providing them with the tools and guardrails needed to maximize their individual and team impacts.
Working with the Senior Manager, you will rollout Data & Technology’s refreshed approach to strategic planning and work with the Data & Technology leaders on continuously aligning their strategies to an overall integrated plan. You will own the strategy map as well as guide teams, business leaders and executives to incorporate agility at the intersection of their business planning and execution.
As a member of this team, you will be responsible for:
Refining and aligning a strategy and operational plan for Data & Technology aligned to OMERS priorities
Supporting the evolution of the Data & Technology strategic planning approach from an annual plan to a 24-month horizon
Researching and proposing new strategic considerations in the context of digital, data, and financial services
Supporting the Data & Technology strategic planning process and execution of the strategic plan, which has a significant impact on the department and the broader OMERS organization
Supporting the translat ion of OMERS and Data & Technology strategic priorities into relevant and actionable outcomes
Establishing yourself as a go-to subject matter expert at OMERS in strategy
Developing and monitoring key success factors to track the qualitative and quantitative impact of strateg ic planning and process changes
Regularly capturing feedback and revis ing plan/materials as required
Demonstrating a solid understanding and background with business agility/agile concepts
To succeed in this role, you have:
A minimum 4 -6 years of work experience in strategy and planning roles with measurable results
Strong collaboration skills, are a great teammate, and proactive individual contributor
Ability to identify key business drivers and associate the target outcomes and value to craft good storytelling
Prior experience working in Agile teams and an a bility to act as a change agent
Strong experience in innovative, multi-channel adoption and engagement techniques, with a focus on agility
A c onsistent track record in relationship-building and gaining consensus for new programs and initiatives
Outstanding communication, presentation and facilitation skills , preferably with executive audiences
Certified SAFe ® 4 Program Consultant (SPC ) nice to have
Our story:
Founded in 1962, OMERS is one of Canada’s largest defined benefit pension plans, with $105 billion in net assets as at December 31, 2020. OMERS is a jointly-sponsored pension plan, with 1,000 participating employers ranging from large cities to local agencies, and over half a million active, deferred and retired members. OMERS members include union and non-union employees of municipalities, school boards, local boards, transit systems, electrical utilities, emergency services and children’s aid societies across Ontario. Contributions to the Plan are funded equally by members and employers. OMERS teams work in Toronto, London, New York, Amsterdam, Luxembourg, Singapore, Sydney and other major cities across North America and Europe – serving members and employers and originating and managing a diversified portfolio of high-quality investments in public markets, private equity, infrastructure and real estate.
OMERS is committed to having a workforce that reflects the communities in which we live and work. We are an equal opportunity employer committed to a barrier-free recruitment and selection process. At OMERS inclusion and diversity means belonging. How we create a sense of belonging is through our employees and our vast network of Employee Resource Groups. Whether you are passionate about gender, pride, or visible minorities, we have groups that are focused on making a difference in all of our lives.
